Temple University Role Inventory Form Position Specifications Job Class: Role Inventory Title: Family: FN Department Title: Level: FN5 Salary Grade: School/College/Department: BU: Sub Department: FLSA: Reports To: Prepared By: Reviewed By: Date: July 1, 2016 Family Definition Finance Definition: The members of Finance Services have a professional body of knowledge (encompassing budget and fiscal planning, accounting, business affairs, physician billing, internal audit, grant accounting, purchasing) that is applied to the financial operations of the University. Knowledge of: accounting principles, legal and regulatory environments, technical knowledge, billing rules, pc-based applications, some mainframe systems, and web based applications. Skills and abilities related to: quantitative reasoning, business and financial management, organizational skills, interpretation of complex issues, business plans, budgets, communication, operating computers, planning; team management skills, organizational policies, problem solving and resolutions, negotiation, confidentiality, research capabilities, analysis, process improvement, leadership, coaching, training, creativity, initiative, and crisis management. In order to: Accurately account for, budget, and report the activities of the university financial operations including patient care, gifts, grants and endowments. Develop, implement, maintain and ensure compliance with policies and procedures Ensure the University is in compliance with all federal, state, local and certain other regulations. Ensure the University’s interests are protected through enforcement of contracts and policy interpretation. Support and respond to financial needs of various departments of the University. Represent the University to outside constituents. Provide accurate and timely billing for physician and student services. Protect the University’s assets and resources. Profile Elements of Position Functional Contribution and Research Performance of Duties/ Project Responsibilities Manages day-to-day activites for a subunit/department, setting goals and activities. Responsible for work outcomes. Anticipates and prioritizes tasks and assigns staff. Organizes workflow for subunit. Procedures, processes, and standards Ensures inter and intra departmental staff adheres to all policies and procedures within area of responsibility. Establishes and implements policie and procedures for budget unit. Strategy Defines and implements subunit strategy. Contributes to development of department/organization strategy. Establishes strategic objectives for own area and makes recommendations for organizational strategies. Page 1 of 3 Revised 7/1/16 Temple University Role Inventory Form Profile Elements of Position Relationships, Service & Community Internal Establishes and maintains long-term relationships with internal customers in order to meet customers’ needs and the strategic objectives of the department/organization. May consult to/with a broad range of internal constituents. Manages relationships for functional area(s). Interactions are independent. Takes direction from leadership. External Establishes and maintains long-term relationships with external contacts in order to meet contacts’ needs and the strategic objectives of the department/organization. Makes presentations to external parties. Functional Team Members Supervises, coaches and mentors team members in a subunit/department. Establishes and maintains culture and relationships of department or subunit. Determines team members. Problem Solving & Innovation Scope of Issues Responsible for the resolution of problems within subunit/department; intervening in those of highest complexity and sensitivity. Provides input into resolution of problems with organizational impact. Problem Resolution/ Resources Available Relies on professional and technical training and experience for problem resolution. Synthesizes a wide range of information in decision making. Interprets, researches best practices in area and makes recommendations for policies, procedures, professional principles, and protocols. Taps institutional resources. Allocates resources within sub unit. Provides recommendations and information on external sources. Creativity and Innovation Implements creative or innovative solutions for a department. Decision Making Impact Context of Decisions Decisions are made through interpretation of policies and procedures and have university-wide implication Decisions are made to align with mission of the organization. May have the ability to approve exceptions to policies within established appeals processes. Decisions may have significant impact on internal and external relationships. Financial Provides financial information and/or guidance to both internal and external people. May have significant responsibility for budget development and management for subunit/department. May execute mid-level financial transactions. People Selects candidates, conducts performance evaluation, makes termination recommendations, performance management, reviews departmental performance appraisals for lower level staff in workgroup. Leadership and Training Professional Development Provides and approves innovative training and resources to accomplish job duties. and Training Directs teaching, training and use of competency, productivity and performance standards. Technical Leadership Ensures that the work team is technically competent to meet work objectives. Acts as a technical resource through-out the organization. Team Morale/ Role Model Establishes and models departmental culture that is aligned with, and integrated with organizational goals. Page 2 of 3 Revised 7/1/16 Temple University Role Inventory Form Key Departmental Functions (capsule statement and basic task list from dept and prior version descriptions) Profiling Related Dimensions A. Supervision: B. Operating Budget range, if Applicable: C. Typical Education & Experience: D. Typical Equipment Used: E. Environmental Conditions: F. Expected Physical Requirements: G. Other Pertinent Dimensions: Note: This description incorporates the most typical duties performed. It is recognized that other related duties not specifically mentioned may also be performed. The inclusion of these duties would not alter the overall evaluation of this position. University Compensation (Job Class Title Family Level) Page 3 of 3 Revised 7/1/16